Specialist DB Member advice
We help guide your members through important decisions about their DB Pension with a simple 3 step process.
Our streamlined service provides a stress free and transparent process for both employer and member. The 3-step service ensures members get the appropriate advice as well as reducing risk for the employer.
INITIAL ASSESSMENT REPORT
What are your options and focusing on the key numbers.
One of our advisers will run through the Initial Assessment Report
ADVICE & RECOMMENDATION
Detailed consultation to meet your personal circumstances
In 2017, we completed some research into the complicated area of DB transfers, the research represents over 1 million members and 10 of the top 100 schemes took part.
5 strategies to consider
We have taken a deep dive into the results and produced the top 5 strategies to help improve member outcomes to promote best practice in the world of DB transfers.